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Help CenterUser OnboardingUtilizing Templates

Utilizing Templates

Last updated November 4, 2023

Introduction:

Contextual provides a range of templates to expedite the onboarding process. This article will guide you on how to utilize these templates to create an engaging onboarding experience.

Steps:

  • Go to the 'Templates' tab under 'User Onboarding'.
  • Browse through the available templates to find one that suits your needs.
  • Click on 'Use Template' to open the template in the editor.
  • Customize the template by adding your own text, images, and branding.
  • Test the onboarding flow to ensure it meets your expectations before publishing.
  • Click 'Publish' to make your template-based onboarding flow live.

Conclusion:

Templates are a great way to quickly create professional-looking onboarding flows. By customizing templates to match your brand, you can save time and still deliver a fantastic user experience.

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